Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Mountaintop observatory

Andrew D. Geller

Managing Director–Wealth Management

Accomplishments

  • Chairmans Council and Chairmans Circle Member since 1990
  • Over $850 million in client assets under management
  • Lifetime credentials in education - Los Angeles Unified School District


Personal & Community

  • Member of Los Angeles City of Hope
  • Member of Vista Del Mar
  • Member of John Wayne Cancer Society
  • Member of Lupus Foundation
  • Member of Los Angeles Men's ORT Association

Andrew holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0A75198.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • ID
  • IL
  • KS
  • LA
  • MA
  • MD
  • MI
  • MN
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • TN
  • TX
  • VA
  • WA
  • WI
  • WY

Recognized as an industry leader:

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Masters , California State University at Los Angeles
  • Bachelor of Arts, California State University at Los Angeles
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067
  • (310) 772-7001

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager

Insights